Insurance Advisor at Leadway Assurance Company

Job Responsibilities:

• Provide financial advice to clients on retirement planning, investment, and risk policies
• Generate leads, meet with clients, complete a financial needs analysis, and present them with customized financial plan proposals. thereafter discuss and market insurance options that suit their needs
• Assessing clients' financial portfolios
• Analyzing clients' risk
• work with team members in generating a market lead
• Stay up to date with the latest products and their benefits and inform clients of these offerings, offering specialized guidance and advice on relevant insurance packages.
• Maintain records and give reports o marketing activities on a weekly basis

Skills and Competences Required:

• Resilience
• Persistence
• Excellent Communication and Networking skills
• Ability to take initiative and work independently
• A Team player
• Leadership and influencing skill
• Commercial awareness
• Attention to detail
• Customer service and relationship skills